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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,013 | $162,136-62.4% | $152,301-59.9% | $154,746-60.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 137.27% | 91.02%+46.2pp | 80.50%+56.8pp | 172.34%-35.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,024 | $8,341-3.8% | $8,004+0.2% | $6,730+19.2% |
| Admin fee / account holder | $4,930 | $15,759-68.7% | $14,398-65.8% | $14,365-65.7% |